Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

An inquisitive investment analyst with background in both finance and computing. Covering ECM research, biotech, market data analytics.

Asia Pac ECM and Index Rebal

HSCI / HK Connect Sep 2026 Rebalance: Post-Announcement Positioning

HSCI / HK Connect Sep 2026 Rebalance Forecast

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Index Rebalance

<ul>
<li>We screen our HSCI September 2026 review candidates for southbound Connect action, with 36 Connect ADDs and 25 DELETEs.</li>
<li>ADD candidates split into 31 ADD-NEW and 5 ADD-REJOIN, with one WVR name deferred and seven A+H names already in Connect.</li>
<li>DELETE candidates are 23 MV cases and 2 velocity cases, after one A+H name is exempt from Connect deletion.</li>
</ul>


We screen our HSCI September 2026 review candidates for southbound Connect action, with 36 Connect ADDs and 25 DELETEs.
ADD candidates split into 31 ADD-NEW and 5 ADD-REJOIN, with one WVR name deferred and seven A+H names already in Connect.
DELETE candidates are 23 MV cases and 2 velocity cases, after one A+H name is exempt from Connect deletion.


China Railway Signal & Communication (3969 HK)

Beijing Tong Ren Tang Chinese Medicine (3613 HK)

Yuexiu Transport Infrastructure (1052 HK)

Guangdong - Hong Kong Greater Bay (1396 HK)

Advanced Semiconductor Manufacturing (ASM HK)

Datang Environment Industry Group (1272 HK)

LEPU ScienTech Medical Technology (2291 HK)

Shanghai Top Numerical Control Technology (7688 HK)

Shanghai Top Numerical Control Technology

Jiangsu Guofu Hydrogen Energy Equipment (2582 HK)

Shanghai FourSemi Semiconductor (3625 HK)

Shandong Extreme Vision Technology (6636 HK)

Beijing Shougang Lanzatech Technology (2553 HK)

HSCI / HK Connect Sep 2026 Inclusion Forecast and Positioning

Sigenergy Technology

HSCI / HK Connect Sep 2026 Inclusion Forecast and Positioning